Interact to see
Advertisement
Advertisement
ISMSX vs JVMRX
ISMSX vs JVMRX Comparison
Open Charts ISMSX vs JVMRX
VY® American Century Sm-Mid Cp Val S2
Price$10.59
Change+$0.04 (+0.38%)
VolumeN/A
Net Assets288.14M
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
ISMSX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ISMSX vs. JVMRX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ISMSX is a Buy and JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. ISMSX (288M). ISMSX pays higher dividends than JVMRX: ISMSX (1.45) vs JVMRX (0.88). ISMSX was incepted earlier than JVMRX: ISMSX (16 years) vs JVMRX (14 years). ISMSX (1.53) is less costly to investors than JVMRX (0.76). ISMSX is a more actively managed with annual turnover of: 51.00 vs. JVMRX (47.00). ISMSX has a lower initial minimum investment than JVMRX: ISMSX (0) vs JVMRX (1000000). ISMSX annual gain was more profitable for investors over the last year : 6.91 vs. JVMRX (3.59). JVMRX return over 5 years is better than : 63.32 vs. ISMSX (25.28).
| ISMSX | JVMRX | ISMSX / JVMRX | |
| Total Expense Ratio | 1.25 | 0.75 | 167% |
| Annual Report Gross Expense Ratio | 1.53 | 0.76 | 201% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | 2.716 | 8.500 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 22.6B | 1% |
| Annual Yield % from dividends | 1.45 | 0.88 | 165% |
| Returns for 1 year | 6.91 | 3.59 | 192% |
| Returns for 3 years | -13.93 | 24.14 | -58% |
| Returns for 5 years | 25.28 | 63.32 | 40% |
| Returns for 10 years | -14.84 | 49.30 | -30% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| UBOT | 22.02 | 0.40 | +1.85% |
| Direxion Dly Rbtc AI Atmtn Bl 2X ETF | |||
| GSPY | 34.33 | 0.25 | +0.74% |
| Gotham Enhanced 500 ETF | |||
| ZAUG | 25.84 | 0.07 | +0.27% |
| Innovator Equity Defined Prt ETF -1YrAug | |||
| XFIV | 48.91 | -0.14 | -0.29% |
| BondBloxx Bloomberg FiveYrTrgDurUSTrsETF | |||
| MCHI | 54.72 | -0.28 | -0.51% |
| iShares MSCI China ETF | |||